PWM

Prosperity Wealth Management Portfolio holdings

AUM $300M
1-Year Est. Return 28.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$300M
AUM Growth
+$5.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$1.58M
3
+$1.14M
4
GGLS icon
Direxion Shares ETF Trust Direxion Daily GOOGL Bear 1X ETF
GGLS
+$1.11M
5
MRVL icon
Marvell Technology
MRVL
+$1.03M

Top Sells

1
+$2.65M
2
+$2.27M
3
+$1.72M
4
HIBS icon
Direxion Daily S&P 500 High Beta Bear 3X ETF
HIBS
+$1.62M
5
APP icon
Applovin
APP
+$1.39M

Sector Composition

1 Technology 18.91%
2 Consumer Discretionary 6.21%
3 Financials 3.67%
4 Industrials 3.22%
5 Communication Services 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CCJ icon
151
Cameco
CCJ
$52.6B
$445K 0.15%
+4,860
SEZL icon
152
Sezzle
SEZL
$2.73B
$443K 0.15%
+6,985
AAPB icon
153
GraniteShares 2x Long AAPL Daily ETF
AAPB
$17.7M
$440K 0.15%
+13,725
SCHD icon
154
Schwab US Dividend Equity ETF
SCHD
$87.3B
$439K 0.15%
16,003
+1,447
PDI icon
155
PIMCO Dynamic Income Fund
PDI
$7.6B
$439K 0.15%
24,781
+5,967
BRK.B icon
156
Berkshire Hathaway Class B
BRK.B
$1.02T
$436K 0.15%
867
+56
GOF icon
157
Guggenheim Strategic Opportunities Fund
GOF
$2.39B
$430K 0.14%
33,416
+11,632
CW icon
158
Curtiss-Wright
CW
$27.2B
$421K 0.14%
763
PATH icon
159
UiPath
PATH
$5.45B
$420K 0.14%
25,600
+1,700
IJH icon
160
iShares Core S&P Mid-Cap ETF
IJH
$115B
$419K 0.14%
6,348
-222
BUFQ icon
161
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
$1.35B
$415K 0.14%
11,593
-2,314
FSK icon
162
FS KKR Capital
FSK
$3.19B
$415K 0.14%
28,023
-19,688
BSCY
163
Invesco BulletShares 2034 Corporate Bond ETF
BSCY
$535M
$405K 0.13%
19,275
+5,900
MINT icon
164
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$15.6B
$398K 0.13%
3,962
+1,712
NLY icon
165
Annaly Capital Management
NLY
$16.4B
$397K 0.13%
17,760
+3,401
BUFR icon
166
FT Vest Fund of Buffer ETFs
BUFR
$9.12B
$383K 0.13%
11,183
-2,265
APLD icon
167
Applied Digital
APLD
$9.01B
$383K 0.13%
15,600
-11,400
AAPD icon
168
Direxion Shares ETF Trust Direxion Daily AAPL Bear 1X ETF
AAPD
$16.7M
$382K 0.13%
+29,110
CIBR icon
169
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.1B
$376K 0.13%
5,257
+2,529
QGRO icon
170
American Century US Quality Growth ETF
QGRO
$2.21B
$376K 0.13%
3,280
+899
JMEE icon
171
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
$2.64B
$375K 0.13%
5,832
+330
PANW icon
172
Palo Alto Networks
PANW
$136B
$374K 0.12%
2,033
-14
AMD icon
173
Advanced Micro Devices
AMD
$454B
$373K 0.12%
1,741
+134
ALLT icon
174
Allot
ALLT
$355M
$357K 0.12%
36,300
+9,900
GTLB icon
175
GitLab
GTLB
$3.64B
$357K 0.12%
+9,500
5 6
7
8 9